Perfect Door-Opener and Relationship-Builder

Untapped Market

Immediate Need

Long-Term Clients

Media Urges Importance of College Planning

Colleges Involved in Student Loan Scam

The Questionable Practices of Colleges

Families Need a College Planning Advocate

Best Kept Financial Secret in America

Turn-Key Marketing Program

PROMO Summary

Advisor Support

Back Office Service Structure

CFS Company Background

Your Financial Products and College Planning

About

We provide the incredible niche’ marketing solution that allows financial services professionals to systematically take long-term planning needs such as life, annuities, and retirement, and make them immediate-need conversations. 20+ years of hands-on experience, turn-key processes, and seamless integration make our programs top in the financial services industry.